An automated workflow using integromat
Connects RD Station + Google Sheets
Save new RD Station leads to Google Sheets
About this workflow template
This automation scenario allows you to connect RD Station and Google Sheets
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
RD Station and Google Sheets can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in RD Station
Watch New Lead Conversions in RD Station
Triggers when a new lead is created. Conversions generated by import or by manually entering leads will not activate the trigger.
Then this action happens in Google Sheets
Add a Row in Google Sheets
Appends a new row to the bottom of the table.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save new RD Station leads to Google Sheets.
Part I
Configure Applications
First, we need to connect RD Station and Google Sheets to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect RD Station to Make.com.
Give Make.com access to your RD Station account, using RD Station credentials.
Connect Google Sheets to Make.com.
Give Make.com access to your Google Sheets account, using Google Sheets credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for RD Station
Choose the following trigger: Watch New Lead Conversions (Triggers when a new lead is created. Conversions generated by import or by manually entering leads will not activate the trigger. ).
Then set up an Action for Google Sheets
Choose this action: Add a Row (Appends a new row to the bottom of the table.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between RD Station and Google Sheets.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save new RD Station leads to Google Sheets!
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Conversion event
It registers a new conversion event for a contact.
actionbyzapierintegratelyWon deal
Marks a deal as won.
actionbyzapierautomateioMark a lead as won / lost
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actionbyintegromatCreate a conversion event
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actionbyintegromatLost deal
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Apps you need
Google Sheets
Online spreadsheets for personal use and collaboration, part of Google Drive
Google Sheets is a powerful and flexible web and mobile spreadsheet application that lets you collaborate and share your data with others. Create and edit spreadsheets on-the-go, all in real-time.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
